Monument Capital Management’s NextEra Energy NEE Stock Holding History

Monument Capital Management’s Portfolio NEE Stock Details NEE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$528K	Sell	6,019 -1,692	-22%	-$153K	0.11%	157
2026 Q1	$716K	Buy	7,711 +921	+14%	+$81.9K	0.18%	110
2025 Q4	$545K	Buy	+6,790	New	+$562K	0.14%	129
2023 Q1	–	Sell	-2,587	Closed	-$216K	–	167
2022 Q4	$216K	Sell	2,587 -571	-18%	-$46.1K	0.07%	147
2022 Q3	$248K	Sell	3,158 -1,416	-31%	-$120K	0.09%	130
2022 Q2	$354K	Sell	4,574 -141	-3%	-$10.7K	0.13%	110
2022 Q1	$399K	Sell	4,715 -892	-16%	-$71.5K	0.13%	105
2021 Q4	$523K	Buy	5,607 +222	+4%	+$19.2K	0.16%	108
2021 Q3	$423K	Buy	5,385 +1,090	+25%	+$87.9K	0.14%	114
2021 Q2	$315K	Buy	4,295 +1,540	+56%	+$116K	0.11%	115
2021 Q1	$208K	Buy	2,755 +74	+3%	+$5.78K	0.08%	105
2020 Q4	$207K	Buy	+2,681	New	+$201K	0.1%	92
2018 Q4	–	Sell	-1,852	Closed	-$78K	–	245
2018 Q3	$78K	Sell	1,852 -4	-0.2%	-$170	0.04%	112
2018 Q2	$77K	Buy	1,856 +4	+0.2%	+$162	0.05%	84
2018 Q1	$75K	Sell	1,852 -4	-0.2%	-$154	0.05%	77
2017 Q4	$72K	Buy	+1,856	New	+$71.7K	0.05%	71

Other funds holding NEE

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's NEE Position: Q2 2026 in Review

Monument Capital Management reduced its NextEra Energy (NEE) stake by 22% in Q2 2026, selling an estimated $153K and leaving 6,019 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #157.

Monument Capital Management first reported a position in NEE in Q4 2017 and has held it in 16 quarters since. The position peaked at $716K in Q1 2026. 1,451 funds tracked by Wall St. Rank hold NEE as of Q2 2026.

Monument Capital Management held 6,019 shares of NextEra Energy worth $528K as of Q2 2026.
Monument Capital Management sold 1,692 NextEra Energy shares in Q2 2026, an estimated $153K.
NextEra Energy made up 0.11% of Monument Capital Management's portfolio in Q2 2026, its #157 holding.
Monument Capital Management first reported a position in NextEra Energy in Q4 2017 and has held it in 16 quarters since.
Monument Capital Management's NextEra Energy position peaked at $716K in Q1 2026.
1,451 funds tracked by Wall St. Rank held NextEra Energy as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.